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A. GMCR has been flagged by David Einhorn, one of the greatest shortsellers/fraud-finders extant, as having questionable accounting. That leads me to believe that eventually that stock is going MUCH lower than today’s $55 quote. That said, I have no idea about whether any of that will matter tonight, and in fact, if the company reports “good numbers” tonight (whether those numbers in coming years have to be restated is another matter), that could very well force a squeeze among the many shorts who have blindly followed David’s short thesis. Feet to fire, I’d guess higher tomorrow, but as a bear on the stock overall, I wouldn’t trade it to the long side without a better edge on tonight’s earnings than just “a lot of kuerigs sold over the holidays”. And to be clear, I’m not in any way mocking you in repeating that logic back to you…I used a variation of that same logic with the “lots of Kindle Fires were sold over the holidays” earlier this week too.

About The Cody Word

Cody Willard writes the Revolution Investing investment newsletter for MarketWatch and posts the trades from his personal account at TradingWithCody.com He is the founder of WallStreetAll-Stars.com and the principal of CL Willard Capital. Cody serves as an adjunct professor at Seton Hall University and is on the University of New Mexico Alumni Board. He was an anchor on the Fox Business Network, where he was the co-host of the long-time #1-rated show on the network, Fox Business Happy Hour. Cody, a former hedge fund manager, and his stock picks and economic outlooks have been featured on NBC’s The Tonight Show with Jay Leno, ABC’s 20/20, CBS Evening News, CNBC’s SquawkBox, Jon Stewart’s The Daily Show, as well as in the Financial Times, Wall Street Journal, New York Times, and many other outlets.